See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,303 | $176,812-87.4% | $146,665-84.8% | $167,490-86.7% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 12.55% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $6,227 | $5,160+20.7% | $4,136+50.6% | $4,837+28.7% |
| Participant deferral / active EE | $3,911 | $6,440-39.3% | $5,506-29.0% | $6,341-38.3% |
| Admin fee / account holder | $13 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |